See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $92,542 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,097 | $105,181+22.7% | $159,436-19.0% | $85,850+50.4% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.8%+15.6pp | 69.3%+29.1pp |
| Annual return | 12.75% | 45.07%-32.3pp | 263.57%-250.8pp | 318.53%-305.8pp |
| Employer contribution / active EE | $3,441 | $3,318+3.7% | $4,829-28.8% | $2,565+34.1% |
| Participant deferral / active EE | $9,015 | $5,945+51.6% | $7,352+22.6% | $3,952+128.1% |
| Admin fee / account holder | $766 | $6,933-89.0% | $10,799-92.9% | $6,260-87.8% |